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Carrier Global

1,487 hedge funds and large institutions have $42.3B invested in Carrier Global in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 483 increasing their positions, 580 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 84.2%83.28% (-0.92%)

6% less funds holding

Funds holding: 1,5841,487 (-97)

17% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 580

20% less capital invested

Capital invested by funds: $53B → $42.3B (-$10.7B)

27% less call options, than puts

Call options by funds: $242M | Put options by funds: $330M

40% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 180

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
1,487
Holders Change
-97
Holders Change %
-6.12%
% of All Funds
19.52%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
108
Increased
483
Reduced
580
Closed
180
Calls
$242M
Puts
$330M
Net Calls
-$87.8M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
626
Kraematon Investment Advisors
Massachusetts
$971K -$4.48K -66 -0.4%
RBI
627
Raiffeisen Bank International
Austria
$964K +$481K +7,087 +77%
KWM
628
Kingsview Wealth Management
Oregon
$963K -$66.4K -978 -6%
TE
629
Tema ETFs
New York
$952K +$1.08M +15,939 New
HI
630
Horizon Investments
North Carolina
$950K -$75K -1,104 -6%
SF
631
Summit Financial
New Jersey
$935K +$1.06M +15,665 New
MA
632
MJP Associates
Connecticut
$922K -$29.1K -428 -3%
MSE
633
MUFG Securities EMEA
United Kingdom
$914K +$880K +12,956 +550%
LD
634
Lipe & Dalton
New York
$912K -$21.3K -314 -2%
MC
635
Machina Capital
France
$911K +$1.04M +15,255 New
PTCG
636
Pring Turner Capital Group
California
$904K
CT
637
Caldwell Trust
Florida
$902K -$34K -500 -3%
RGC
638
Roberts, Glore & Co
Illinois
$902K -$7.81K -115 -0.8%
MHIC
639
Marble Harbor Investment Counsel
Massachusetts
$891K
PGCM
640
Prescott Group Capital Management
Oklahoma
$888K +$1.01M +14,867 New
WC
641
Westhampton Capital
North Carolina
$885K
NP
642
NorthRock Partners
Minnesota
$880K -$175K -2,583 -15%
VI
643
Vestcor Inc
New Brunswick, Canada
$879K -$126K -1,848 -11%
BT
644
Banque Transatlantique
France
$877K -$10.5K -155 -1%
QWP
645
Quotient Wealth Partners
Texas
$872K -$3.4K -50 -0.3%
BP
646
Ballentine Partners
Massachusetts
$870K -$747 -11 -0.1%
CIA
647
Choate Investment Advisors
Massachusetts
$856K
AAM
648
AR Asset Management
California
$854K
LAM
649
Lakewood Asset Management
Illinois
$852K -$8.08K -119 -0.8%
HSA
650
HBK Sorce Advisory
Pennsylvania
$851K +$72.5K +1,067 +8%